RFG - Bristol Wealth Advisors’s Applied Industrial Technologies AIT Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio AIT Stock Details AIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$240K	Buy	+710	New	+$218K	0.06%	161

Other funds holding AIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

RFG - Bristol Wealth Advisors's AIT Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors opened a new position in Applied Industrial Technologies (AIT) in Q2 2026: 710 shares worth $240K. The stake represents 0.06% of the portfolio and ranks #161 among its holdings.

618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

RFG - Bristol Wealth Advisors held 710 shares of Applied Industrial Technologies worth $240K as of Q2 2026.
Applied Industrial Technologies was a new RFG - Bristol Wealth Advisors position in Q2 2026.
Applied Industrial Technologies made up 0.06% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #161 holding.
618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.